THOMAS E & EDNA D CARPENTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E & EDNA D CARPENTER FOUNDATION (EIN 23-7275337)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-22
- IRS object ID
- 202400539349100005
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-22T09:21:13-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411736396 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY KALSEIM & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12415 55TH ST N | AddressLine1Txt |
| City | LAKE ELMO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 550428462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237275337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS E & EDNA D CARPENTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6514374359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL SOUTH | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER VIETH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6514374359 | PhoneNum |
| Signature | 2024-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | VIETH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER GLOVER CPA | PreparerPersonNm |
| PTIN | P01826410 | PTIN |
| Phone | 6514303635 | PhoneNum |
| Preparation | 2024-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,301,193 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,035,732 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,650 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,650 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,650 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $277,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,652 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $277,652 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $6,025 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $6,025 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,011 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Less Ret And Allwnc | $101,769 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $101,769 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $101,769 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $65,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $65,094 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,487,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,302 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $452,190 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,806 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $38,456 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,878 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $510,911 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,545 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $204,365 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $281,001 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $64,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,216 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $25,733 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,385 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,324 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $6,016 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,308 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $8,316 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,484 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $2,767 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,821 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,173 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $17,390 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,910 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $263,906 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,483 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $13,978 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,505 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,705 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $175,209 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $159,976 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,432,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $492,230 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $595,268 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,432,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $492,230 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $401,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $440,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $440,532 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,404 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,159 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,404 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,404 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $60,490 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $123,370 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $60,490 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $60,490 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $9,970 | InventoriesBOYAmt |
| Inventories EOY | $12,938 | InventoriesEOYAmt |
| Inventories EOYFMV | $12,938 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $56,314 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,642 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,642 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $9,166,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,153,428 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,153,428 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,911,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,162,492 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,593,583 | LandBOYAmt |
| Land EOY | $7,749,048 | LandEOYAmt |
| Land EOYFMV | $10,611,759 | LandEOYFMVAmt |
| Total Assets BOY | $17,353,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,438,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,301,193 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59,057 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,404 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,570 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,260 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $60,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,664 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,918,646 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,115,213 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,374,147 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,277,605 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,292,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,392,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,353,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,438,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,292,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,045,140 | OtherIncreasesAmt |
| Subtotal | $18,392,818 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,392,818 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1987-03-30 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTERNATURECENTER.ORG | WebsiteAddressTxt |
| Individual With Books | MARY JANE JALLEN | IndividualWithBooksNm |
| Phone | 6514374359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL S | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER VIETH | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | EXECUTIVE DI | 40.00 | $96,140 | $18,909 | $0 |
| TIM POWER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST VICE PR | 1.00 | $0 | $0 | $0 |
| JAMES FREUND | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TREASURER | 2.00 | $0 | $0 | $0 |
| LAURIE BAUER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY GRISWOLD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DON KERN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE MESSICK | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH NEITZ | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| SCOTT NORTHARD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST PRESIDE | 1.00 | $0 | $0 | $0 |
| PAUL GERBEC | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST PRESIDE | 1.00 | $0 | $0 | $0 |
| STEVEN KLEIN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JABER ALSIDDIQUI | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT SHARP | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J BROWN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HANNAH COYLE | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN BARNES ELLIOTT | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | SECRETARY | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ALAN MALONEY | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | INTERPRETIVE | 40.00 | $59,322 | $9,800 |
| MARTY LYNCH | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | MAINTENANCE | 40.00 | $59,984 | $5,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CARPENTER NATURE CENTER FOSTERS LIFELONG APPRECIATION OF THE NATURAL WORLD THROUGH ENVIRONMENTAL EDUCATION, HABITAT CONSERVATION, AND OUTDOOR EXPERIENCES. THE NATURE CENTER'S 725-ACRES OF PROTECTED NATURAL HABITAT IS OPEN TO THE PUBLIC FREE-OF-CHARGE 361 DAYS A YEAR. | Description1Txt |
| Expenses1 | $1,082,189 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,440,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $551,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,241,730 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,241,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,073,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,268 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $595,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $595,268 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $595,268 | RemainingDistriFromCorpusAmt |
| Total Corpus | $595,268 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1987-03-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $185,957 | Year1Amt |
| Total | $185,957 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $158,063 | Year1Amt |
| Total | $158,063 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $595,268 | CurrentYearAmt |
| Year1 | $566,929 | Year1Amt |
| Year2 | $508,429 | Year2Amt |
| Year3 | $471,039 | Year3Amt |
| Total | $2,141,665 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $595,268 | CurrentYearAmt |
| Year1 | $566,929 | Year1Amt |
| Year2 | $508,429 | Year2Amt |
| Year3 | $471,039 | Year3Amt |
| Total | $2,141,665 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $369,103 | CurrentYearAmt |
| Year1 | $417,062 | Year1Amt |
| Year2 | $464,741 | Year2Amt |
| Year3 | $391,436 | Year3Amt |
| Total | $1,642,342 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $30,963 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,650 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,652 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532420 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,011 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$188 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $101,769 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Related Or Exempt Function Incm | $34,131 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,011 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $135,712 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $447,988 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | PROVIDES INCOME FOR ACTIVITIES AND PROGRAMS. |
| 10 | THE SALE OF THE NATURE CENTER'S MERCHANDISE HEIGHTENS THE |
| 10 | PUBLIC'S AWARENESS OF THE CENTER'S ACTIVITIES AND |
| 10 | PROGRAMS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (24 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AL LAURIE HEIN TRUST | |||||||
| 1 | 330 COVE ROAD | HUDSON | WI | 54016 | $30,000 | Yes (X) | |
| ELIZABETH LUND | |||||||
| 7 | 4339 LYNDALE AVE S | MINNEAPOLIS | MN | 55409 | $5,000 | Yes (X) | |
| HUGH J ANDERSEN FOUNDATION | |||||||
| 13 | 342 FIFTH AVENUE NORTH SUITE 200 | BAYPORT | MN | 55003 | $30,000 | Yes (X) | |
| MIKE MARY LYNN MURPHY | |||||||
| 19 | 525 SO LEXINGTON PKWY APT 603 | SAINT PAUL | MN | 55116 | $6,000 | Yes (X) | |
| ALAN JUDY JOHNSTON | |||||||
| 2 | 1720 DELAWARE AVE | WEST ST PAUL | MN | 55118 | $62,030 | Yes (X) | |
| FLINT HILLS RESOURCES | |||||||
| 8 | 3120 117TH ST E | INVER GROVE HEIGHTS | MN | 55077 | $15,000 | Yes (X) | |
| JANELLE PHILIP DIXON | |||||||
| 14 | 328 AHRENS RD | HUDSON | WI | 54016 | $10,000 | Yes (X) | |
| SCOTT JACKIE NORTHARD | |||||||
| 20 | 716 2ND ST W | HASTINGS | MN | 55033 | $5,000 | Yes (X) | |
| ANDERSEN CORPORATE FOUNDATION | |||||||
| 3 | WHITE PINE BUILDING | BAYPORT | MN | 55003 | $16,000 | Yes (X) | 342 FIFTH AVENUE NORTH SUITE 200 |
| FRED C KATHERINE B ANDERSEN FDT | |||||||
| 9 | PO BOX 80 | BAYPORT | MN | 55003 | $60,000 | Yes (X) | |
| JIM JUDY FREUND | |||||||
| 15 | 257 COVE RD | HUDSON | WI | 54016 | $8,077 | Yes (X) | |
| STEVE JYNEEN THATCHER | |||||||
| 21 | 12999 KELLER AVE N | HUGO | MN | 55038 | $5,000 | Yes (X) | |
| ART KATHY LUEDTKE | |||||||
| 4 | 11590 LAYTON AVE S | HASTINGS | MN | 55033 | $5,000 | Yes (X) | |
| GARY MELISSA PORTER | |||||||
| 10 | 260 TROON CT | HUDSON | WI | 54016 | $50,000 | Yes (X) | |
| JOE JR SUE MEYERS | |||||||
| 16 | 255 RIDGE DRIVE | NAPLES | FL | 34108 | $5,000 | Yes (X) | |
| TODD KRISTEN GILLINGHAM | |||||||
| 22 | 282 CROIX RIDGE DRIVE | HUDSON | WI | 54016 | $17,000 | Yes (X) | |
| BILL WINKIE COYNE | |||||||
| 5 | 104 EASTBANK CT N | HUDSON | WI | 54016 | $5,000 | Yes (X) | |
| GERTRUDE SHIELY CHARITABLE TRUST | |||||||
| 11 | US BANK CHARITABLE SERVICES GROUP | MINNEAPOLIS | MN | 55402 | $10,000 | Yes (X) | 800 NICOLLET MALL 16TH FLOOR |
| MARGARET RIVERS FUND | |||||||
| 17 | PO BOX 197 | STILLWATER | MN | 55082 | $16,000 | Yes (X) | |
| ROYAL CREDIT UNION FOUNDATION | |||||||
| 23 | 200 RIVERFRONT TERRACE | EAU CLAIRE | WI | 54703 | $75,000 | Yes (X) | |
| BRUCE HOLCOMB CAROLINE VERNON | |||||||
| 6 | 9596 OTCHIPWE CT N | STILLWATER | MN | 55082 | $11,000 | Yes (X) | |
| HARDENBERGH FOUNDATION | |||||||
| 12 | 81 EAST SEVENTH ST SUITE 125 | SAINT PAUL | MN | 55101 | $10,000 | Yes (X) | |
| MICHAEL HUTTON | |||||||
| 18 | 856 CHEBEK LANE | HUDSON | WI | 54016 | $5,000 | Yes (X) | |
| ULINE | |||||||
| 24 | 12575 ULINE DRIVE | PLEASANT PRAIRIE | WI | 53138 | $5,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,800 | Amt |
| Adjusted Net Income | $8,316 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,484 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| TABLES AND CHAIRS | 2013-03-19 | $11,040 | $11,040 | S/L | 7.0000 | |
| DEPRECIATION | $263,906 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|
| EQ ORCHARD | 2012-03 | PURCHASE | 2023-09 | $4,500 | -$188 | $4,312 |
| 1993 YAMAHA BIG BEAR 350 ATV - DONATED | 2016-03 | PURCHASE | 2023-09 | $2,500 | $2,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCVF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,153,428 | BookValueAmt |
| EOYFMV | $10,153,428 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIXED ASSETS | $9,319,198 | $3,162,492 | $6,156,706 | $10,611,759 |
| LAND | $1,592,342 | $1,592,342 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,324 | LegalFeesAmt |
| Adjusted Net Income | $6,016 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,308 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK AND CREDIT CARD FEES | $6,919 | $830 | $3,183 | $2,906 |
| DEVELOPMENT AND MARKETING | $6,232 | $748 | $2,867 | $2,617 |
| DUES & SUBSCRIPTIONS | $1,931 | $231 | $888 | $812 |
| FUNDRAISING EXPENSES | $65,865 | $7,905 | $30,297 | $27,663 |
| HABITAT RESTORATION | $3,954 | $475 | $1,818 | $1,661 |
| INSURANCE | $63,296 | $7,596 | $29,116 | $26,584 |
| INTERN EXPENSE | $15,678 | $1,881 | $7,212 | $6,585 |
| INVESTMENT FEES | $57,338 | $6,880 | $26,376 | $24,082 |
| MISC EXPENSE | $402 | $48 | $185 | $169 |
| NEWSLETTER | $8,672 | $1,040 | $3,989 | $3,643 |
| OTHER OPERATING EXPENSE | $25,815 | $3,098 | $11,875 | $10,842 |
| REPAIRS AND MAINTENANCE | $28,355 | $3,402 | $13,043 | $11,910 |
| SUPPLIES | $51,882 | $6,225 | $23,866 | $21,791 |
| TELEPHONE EXPENSE | $7,394 | $888 | $3,401 | $3,105 |
| TRASH REMOVAL | $4,654 | $558 | $2,141 | $1,955 |
| UTILITIES | $32,503 | $3,900 | $14,952 | $13,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RENTAL REVENUE | $30,963 | $30,963 |
| MISC INCOME | $34,131 | $34,131 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,045,140 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMPUTER SERVICES | CategoryTxt |
| Amt | $6,588 | Amt |
| Adjusted Net Income | $2,767 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,821 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALES AND OTHER INCOME | CategoryTxt |
| Gross Sales | $101,769 | GrossSalesAmt |
| Net | $101,769 | NetAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROYAL CREDIT UNION FOUNDATION | |||
| 200 RIVERFRONT TERRACE | EAU CLAIRE | WI | 54703 |
| FRED C AND KATHERINE B ANDERSEN FDT | |||
| PO BOX 80 | BAYPORT | MN | 55003 |
| ALAN JUDY JOHNSTON | |||
| 1720 DELAWARE AVE | ST PAUL | MN | 55118 |
| GARY MELISSA PORTER | |||
| 260 TROON CT | HUDSON | WI | 54016 |
| AL LAURIE HEIN TRUST | |||
| 330 COVE ROAD | HUDSON | WI | 54016 |
| HUGH J ANDERSEN FOUNDATION | |||
| 342 FIFTH AVENUE NORTH SUITE 200 | BAYPORT | MN | 55003 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $41,606 | $2,080 | $16,643 | $22,883 |
| UBIT EXPENSES | $1,867 | $93 | $747 | $1,027 |
Comments